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Wednesday 12 July 2023
Notebook ODMs cautious about 3Q23 shipment prospects
Taiwan-based notebook ODMs are cautious about their shipment prospects for the third quarter despite reporting better-than-expected shipments in the second quarter, according to industry...
Tuesday 11 July 2023
Suppliers see orders reduced for enterprise servers
According to sources in the server supply chain, orders for enterprise servers were once again reduced in June. Demand for general-purpose servers for cloud data centers is also expected...
Monday 3 July 2023
Notebook sector clears up in 3Q23, though growth is still yet to be seen
Notebook ODMs generally predict that third quarter growth will outpace second quarter growth, but growth rates range from single to double digits. After experiencing weak shipments...
Tuesday 20 June 2023
Quanta fortunate to maintain pace with AI transformation, says chairman
At a recent shareholder meeting, company chairman Barry Lam stated that Quanta Computer is privileged to have caught up to the AI transformation era.
Monday 19 June 2023
Datacenter server shipments to decline on two conflicting forces
The datacenter supply chain is facing two conflicting forces that may persist for 2-3 quarters and lead to a single-digit decline in global server shipment scale in 2023. One is the...
Thursday 15 June 2023
Thailand to be key Southeast Asian server production hub
With ODMs Inventec and Quanta Computer disclosing their intentions to establish server SMT manufacturing lines in Thailand, as well as a number of PCB manufacturers transferring production...
Monday 12 June 2023
Chromebook orders rising in 2Q23
Demand for Chromebooks has been rising in the second quarter of 2023 and is benefiting companies such as Quanta Computer and Acer in shipments, according to sources from the upstream...
Wednesday 7 June 2023
Radiant supplies backlight modules for new MacBook Air
Taiwan-based Radiant Opto-Electronics is reportedly the exclusive supplier of LED backlight units (BLUs) used in Apple's newly released next-generation 15-inch MacBook Air notebook...
Wednesday 31 May 2023
Computex 2023: ODMs showcase AI servers and other new products
Quanta Cloud Technology (QCT), Supermicro, Giga Computing Technology (GCT), Mitac Computing Technology (MCT), and Ingrasys Technology, a Foxconn Industrial Internet (Fii) subsidiary,...
Wednesday 31 May 2023
QCT to generate more revenue from AI servers
Quanta Cloud Technology (QCT), which generated 50% of its revenue from AI servers in 2022, anticipates that the proportion will further increase this year.
Tuesday 30 May 2023
Data centers embracing AI, say server ODMs
Artificial intelligence (AI) will be increasingly used in data centers, and server manufacturers are moving swiftly to capitalize on business opportunities.
Wednesday 24 May 2023
Server suppliers see customers still reluctant to increase orders
Server ODMs and other suppliers continue to see customers stay reluctant to step up their pace of orders amid unfavorable market conditions, according to industry sources.
Tuesday 23 May 2023
Quanta to boost New Mexico investment, in alignment with Tesla?
According to the latest announcement by Samuel Garcia, the Governor of Nuevo Leon, Mexico, Quanta Computer will expand its investment by US$1 billion in the state, expecting to create...
Wednesday 17 May 2023
Taiwan server ODMs, related component suppliers diversifying production
Taiwanese server ODMs and associated component suppliers are diversifying production locations amid geopolitical tensions, favoring Thailand and Mexico.
Friday 12 May 2023
Quanta looks to AI servers, EVs for 2023 growth
Quanta Computer expects to ramp up production for AI servers between the end of the third quarter and the fourth quarter. It also remains optimistic about growth generated from sales...
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Summary of Tech Supply Chain News!
Global smartphone shipments hit 2023 peak in 4Q23, but decelerate in 1Q24 due to seasonality, says DIGITIMES Research
Meet the analyst: Operating system in AI era will be king, says DIGITIMES Research
Taiwan server industry experiences decline in 2023 revenues and shipments; poised to see growth in 2024, says DIGITIMES Research